The challenge inherent in the RDR requires every financial adviser to take a hard look at their business, from strategy though to client proposition, pricing and service delivery. Some firms are already well on the way to completing their business transition. Others are just beginning.

One of the key challenges is "time" - how to focus on todays issues as well as planning for the future. With this in mind we have selected a business partner to help advisers in developing their business but in a way which respects the advisers day to day priorities.

The delivery method involves new on - line technology.

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